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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

182 hedge funds and large institutions have $1B invested in Schwab US Broad Market ETF in 2014 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 88 increasing their positions, 30 reducing their positions, and 19 closing their positions.

Holders
182
Holders Change
+26
Holders Change %
+16.67%
% of All Funds
4.86%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.69%
New
49
Increased
88
Reduced
30
Closed
19
Calls
$2.02M
Puts
$1.27M
Net Calls
+$753K
Net Calls Change
+$382K

Top Buyers

1
W
1
Wealthfront
California
$85M
2
Bessemer Group
2
Bessemer Group
New Jersey
$70.7M
3
FPCG
3
Fort Pitt Capital Group
Pennsylvania
$52.3M
4
EK
4
Evensky & Katz
Florida
$18.1M
5
FMP
5
Financial Management Professionals
Texas
$14.7M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$48.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
UCFA
4
United Capital Financial Advisors
Texas
$64.5M
5
SSWM
5
Sheets Smith Wealth Management
North Carolina
$828K
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
101
Delta Asset Management
Tennessee
$439K +$1.85K +222 +0.4%
BC
102
Barnett & Company
Tennessee
$433K +$206K +24,786 +91%
CA
103
Callahan Advisors
Texas
$421K +$6.13K +738 +1%
SIC
104
Sigma Investment Counselors
Michigan
$407K +$35.5K +4,284 +10%
SHWM
105
Smith & Howard Wealth Management
Georgia
$403K +$403K +48,582 New
VNA
106
Valley National Advisers
Pennsylvania
$401K +$401K +53,508 New
AIG
107
American International Group
New York
$396K +$55K +6,618 +16%
CA
108
Cambridge Advisors
Nebraska
$384K +$384K +46,278 New
CFA
109
Cahill Financial Advisors
Minnesota
$375K +$9.03K +1,086 +2%
PA
110
Pinnacle Associates
New York
$367K +$9.23K +1,110 +3%
Citigroup
111
Citigroup
New York
$341K -$6.18K -744 -2%
TH
112
Timber Hill
Connecticut
$331K -$24.9K -3,000 -7%
IFS
113
Ifrah Financial Services
Arkansas
$328K -$6.99K -840 -2%
NCM
114
Novare Capital Management
North Carolina
$325K -$747 -90 -0.2%
SFPM
115
Sensible Financial Planning & Management
Massachusetts
$321K -$155K -18,654 -33%
CI
116
Chartist Inc
California
$309K +$309K +37,188 New
Millennium Management
117
Millennium Management
New York
$298K +$298K +35,868 New
PAG
118
Private Advisor Group
New Jersey
$297K +$297K +35,820 New
RIM
119
Regent Investment Management
Kentucky
$296K +$296K +35,616 New
BSW
120
Buckingham Strategic Wealth
Missouri
$283K +$63K +7,602 +29%
Wells Fargo
121
Wells Fargo
California
$280K +$16.7K +2,016 +6%
SSB
122
Sandy Spring Bank
Maryland
$271K – – –
OCM
123
One Capital Management
California
$268K +$99 +12 +0%
AC
124
Addison Capital
Pennsylvania
$253K +$23K +2,760 +10%
WSTAM
125
Wilbanks Smith & Thomas Asset Management
Virginia
$245K -$33.4K -4,020 -12%
3 4
5
6 7